Simone holds a Diploma in Financial Planning and an Advanced Diploma in Financial Planning, as well as memberships with both SPAA and FPA. She is passionate about getting to know our clients and creates smart strategies that are individually tailored to their financial situation.
Simone prides herself on being able to simplify highly-complex financial information, so our clients can make better decisions. When you meet Simone, you’ll get the kind of personal attention you’d expect when trusting someone with your most important asset: financial security for you and your family.
